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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,776 | $183,627-82.2% | $155,602-78.9% | $145,978-77.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.39% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,477 | $5,316-34.6% | $4,675-25.6% | $4,662-25.4% |
| Participant deferral / active EE | $5,543 | $6,466-14.3% | $5,629-1.5% | $6,690-17.1% |
| Admin fee / account holder | $282 | $19,327-98.5% | $15,923-98.2% | $13,400-97.9% |